SFS
Summit Financial Strategies’s Worthington Steel WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
8,839
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $224K | Buy |
8,839
+143
| +2% | +$3.62K | 0.02% | 131 |
|
|
2024
Q4 | $277K | Sell |
8,696
-4,733
| -35% | -$151K | 0.03% | 116 |
|
|
2024
Q3 | $457K | Sell |
13,429
-2,156
| -14% | -$73.3K | 0.05% | 87 |
|
|
2024
Q2 | $520K | Buy |
15,585
+68
| +0.4% | +$2.27K | 0.06% | 75 |
|
|
2024
Q1 | $556K | Hold |
15,517
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $436K | Buy |
+15,517
| New | +$436K | 0.07% | 79 |
|